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Modify Salesforce Proposal Template

Modify Salesforce Proposal Template

Aug 6th, 2022

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01. Upload a document from your computer or cloud storage.

02. Add text, images, drawings, shapes, and more.

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04. Send, export, fax, download, or print out your document.

Straightforward guide on how to Modify Salesforce Proposal Template

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Follow these easy steps to Modify Salesforce Proposal Template employing DocHub:

Log in to the account or register for free with your Google account or email address.
Pick a document you need to upload from the computer or integrated cloud storage (Box, Google Drive, or OneDrive).
Gain access to DocHub advanced editing features with a user-friendly interface and modify Salesforce Proposal Template according to your needs.
Modify Salesforce Proposal Template and save adjustments.
Very easily fix any mistakes just before proceeding with your papers export.
Download, export and deliver or easily share your papers with your colleagues and customers.
Return to your papers or create Templates to increase your productivity

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How to Modify Salesforce Proposal Template

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62 votes

Brian Hayes, a Salesforce and Pardot consultant at Rotiv, introduces the Lightning App Builder in this video. He explains that you can access the app builder from any record page by clicking the setup gear and selecting "Edit Page," or by searching "Lightning App Builder" in the setup menu. Once in the builder, he demonstrates how to customize the opportunity record page by dragging and rearranging various components, changing their order, and modifying the layout. Hayes highlights the flexibility of the layout options, allowing users to add components and adjust the size of columns and rows for a personalized page setup.

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